Purchases and Sales Made in Q2 2023 in Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
3.36K+ 3.54% |
$807K - $879K
|
98.2K
$6.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.36K+ 7.68% |
$806K - $878K
|
47K
$2.96M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.33K+ 59.34% |
$800K - $870K
|
8.94K
$562K
|
|
|
Jul 13, 2023
Q2 2023
|
Jvl Associates LLC
|
BUY
|
- |
3.33K+ 4.85% |
$799K - $870K
|
72K
$4.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.31K+ 66.41% |
$794K - $864K
|
8.28K
$521K
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.29KNew |
$791K - $861K
|
3.29K
$207K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
3.26K+ 6.2% |
$783K - $852K
|
55.8K
$3.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.22K+ 19.97% |
$774K - $843K
|
19.4K
$1.22M
|
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.21KNew |
$772K - $840K
|
3.21K
$202K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.2K+ 33.33% |
$769K - $837K
|
12.8K
$805K
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.15K+ 3.46% |
$755K - $822K
|
94.1K
$5.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.13K+ 0.69% |
$752K - $818K
|
455K
$28.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.12K+ 6.28% |
$749K - $816K
|
52.7K
$3.32M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.09K+ 14.49% |
$741K - $807K
|
24.4K
$1.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.02K+ 4.07% |
$726K - $790K
|
77.2K
$4.86M
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
3K+ 8.21% |
$722K - $785K
|
39.6K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.99K+ 3.36% |
$717K - $781K
|
91.8K
$5.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.94K+ 2.38% |
$706K - $768K
|
126K
$7.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.93K+ 19.38% |
$703K - $765K
|
18K
$1.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
2.92K+ 14.59% |
$700K - $762K
|
22.9K
$1.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.9K+ 3.91% |
$696K - $758K
|
77K
$4.84M
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.88K+ 3.49% |
$692K - $753K
|
85.3K
$5.37M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.86K+ 126.57% |
$688K - $749K
|
5.13K
$322K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.84K+ 2.24% |
$682K - $742K
|
130K
$8.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.82K+ 69.74% |
$678K - $738K
|
6.87K
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.81K+ 17.22% |
$674K - $733K
|
19.1K
$1.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.8K+ 4.66% |
$673K - $732K
|
62.9K
$3.96M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.78K+ 8.22% |
$669K - $728K
|
36.6K
$2.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
2.77K+ 10.88% |
$666K - $725K
|
28.3K
$1.78M
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.77K+ 2.62% |
$665K - $724K
|
109K
$6.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.76K+ 1.97% |
$663K - $721K
|
143K
$8.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.73KNew |
$655K - $713K
|
2.73K
$172K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
2.72K+ 3.73% |
$652K - $710K
|
75.5K
$4.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.72K+ 2.64% |
$652K - $710K
|
106K
$6.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.69KNew |
$645K - $703K
|
2.69K
$169K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.63K+ 2.85% |
$631K - $687K
|
94.8K
$5.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.61K+ 2.45% |
$626K - $681K
|
109K
$6.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
2.54K+ 3530.56% |
$611K - $665K
|
2.61K
$164K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2.52K+ 19.72% |
$605K - $658K
|
15.3K
$962K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.49K+ 5.17% |
$597K - $650K
|
50.6K
$3.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.48K+ 9.26% |
$596K - $649K
|
29.3K
$1.84M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.47K+ 1.85% |
$593K - $646K
|
136K
$8.53M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.47K+ 3.64% |
$592K - $645K
|
70.3K
$4.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.46K+ 1.3% |
$590K - $643K
|
191K
$12M
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
2.45K+ 4.15% |
$589K - $642K
|
61.6K
$3.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.43K+ 2.37% |
$583K - $634K
|
105K
$6.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
2.41KNew |
$579K - $630K
|
2.41K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.4K+ 11.87% |
$576K - $627K
|
22.6K
$1.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.38K+ 2.75% |
$572K - $623K
|
89K
$5.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.36K+ 4.31% |
$566K - $616K
|
57K
$3.59M
|